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Arianne M Cohen

DLAK WEALTH ADVISORS, LLC·WEST CHESTER, Ohio
Unclaimed Profile
9100 WEST CHESTER TOWNE CENTRE DR, WEST CHESTER, OH 45069CRD# 5923325Firm CRD# 315670
01

About

Arianne M Cohen is a registered financial advisor based in WEST CHESTER, Ohio, affiliated with DLAK WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DLAK WEALTH ADVISORS, LLC
DLAK WEALTH ADVISORS, LLC
AUM
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5923325
Firm CRD# 315670
No disclosures on file
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05

Frequently Asked Questions

What services does Arianne M Cohen offer?
Arianne M Cohen specializes in Financial Planning, Investment Management. Contact their office in WEST CHESTER, Ohio for a consultation.
What are Arianne M Cohen's credentials?
Arianne M Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Arianne M Cohen located?
Arianne M Cohen is based in WEST CHESTER, Ohio, working with DLAK WEALTH ADVISORS, LLC. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.
How does Arianne M Cohen charge for services?
Arianne M Cohen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DLAK WEALTH ADVISORS, LLC?
DLAK WEALTH ADVISORS, LLC has approximately 9 employees. The firm is registered with the SEC as an investment adviser.
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